See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,591 | $91,190-42.3% | $178,490-70.5% | $79,858-34.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.65% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $2,490 | $3,256-23.5% | $5,011-50.3% | $2,471+0.8% |
| Participant deferral / active EE | $4,579 | $3,236+41.5% | $5,202-12.0% | $3,740+22.4% |
| Admin fee / account holder | $8,872 | $6,751+31.4% | $13,984-36.6% | $5,306+67.2% |